Placemark Investments’s Westpac Banking Corporation WBK Stock Holding History

Placemark Investments’s Portfolio WBK Stock Details WBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$995K	Sell	37,069 -104	-0.3%	-$2.94K	0.02%	877
2014 Q3	$1.04M	Buy	37,173 +4,967	+15%	+$156K	0.02%	846
2014 Q2	$1.03M	Buy	32,206 +5,620	+21%	+$181K	0.02%	858
2014 Q1	$852K	Sell	26,586 -321,248	-92%	-$9.42M	0.02%	882
2013 Q4	$10.1M	Buy	347,834 +14,468	+4%	+$442K	0.17%	146
2013 Q3	$10.2M	Buy	333,366 +10,701	+3%	+$305K	0.19%	125
2013 Q2	$8.51M	Buy	+322,665	New	+$9.82M	0.18%	141

Other funds holding WBK

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

CAM

Capstone Asset Management Houston, Texas $3.6B AUM 68.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Placemark Investments's WBK Position: Q4 2014 in Review

Placemark Investments reduced its Westpac Banking Corporation (WBK) stake by 0.28% in Q4 2014, selling an estimated $2.94K and leaving 37,069 shares worth $995K. The position accounts for 0.02% of the portfolio, ranked #877.

Placemark Investments first reported a position in WBK in Q2 2013 and has held it in 7 quarters since. The position peaked at $10.2M in Q3 2013. 154 funds tracked by Wall St. Rank hold WBK as of Q4 2014.

Placemark Investments held 37,069 shares of Westpac Banking Corporation worth $995K as of Q4 2014.
Placemark Investments sold 104 Westpac Banking Corporation shares in Q4 2014, an estimated $2.94K.
Westpac Banking Corporation made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #877 holding.
Placemark Investments first reported a position in Westpac Banking Corporation in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's Westpac Banking Corporation position peaked at $10.2M in Q3 2013.
154 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.